eInsurance

eInsurance is a web application designed for online sale of insurance and / or obtaining online various offers from insurers. It is natively integrated with Charisma ERP sharing all information. 

Benefits:
  • Streamlines the process of selling or obtaining insurance offers;
  • Automates the entire insurance process from obtaining the offers to signing the policy and then tracking payments;
  • Ensures comparing different offers for the selection of the best offer.
 
Features:
  • Provides management of civil liability insurance (RCA), applications for CASCO insurance, housing, life, health, professional liability, accident insurance etc.
  • Allows getting multiple offers for insurance services, with the possibility to compare conditions and prices.
  • Includes advanced methods of search, offer and demand, details about the largest insurers on the market and their offers;
  • Includes a special platform for expert advice, providing solutions;
  • Includes options of direct issue of the car civil liability insurance (RCA);
  • Effectively manages the claim files, supports initiation and solving of the files and reduces the time allocated for recovery of possible losses;
  • Includes a performing system of notifications / alerts / periodical notices about the situation of instalments or policies at maturity;
  • Completely automates and manages the transactions and operational workflow of insurance policies due to native integration with Charisma ERP or with any other company resource management system, such as ERP;
  • It is interfaced securely and in real time with insurers through web services; in case of absence of an online and permanent connection with the insurer, tendering data can be generated quickly based on insurance agreements concluded between the insurer and insurance broker
 

Clients eInsurance

Agricover Credit

Agricover Credit